PAM

Palisade Asset Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 14.89%
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$894M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$833K
2
+$706K
3
+$370K
4
FDX icon
FedEx
FDX
+$361K
5
CVX icon
Chevron
CVX
+$349K

Top Sells

1
+$1.76M
2
+$1.4M
3
+$723K
4
LIN icon
Linde
LIN
+$510K
5
FAST icon
Fastenal
FAST
+$474K

Sector Composition

1 Technology 21.93%
2 Healthcare 18.17%
3 Consumer Staples 13.9%
4 Industrials 11.92%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.44M 0.27%
48,757
-5,425
77
$2.39M 0.27%
85,503
-8,000
78
$2.32M 0.26%
29,525
-4,930
79
$2.29M 0.26%
16,800
80
$2.17M 0.24%
27,629
+1,652
81
$2.12M 0.24%
8,204
+1,395
82
$2.1M 0.23%
48,000
83
$2.1M 0.23%
174,439
84
$2.06M 0.23%
6,745
+41
85
$2.03M 0.23%
9,832
+395
86
$1.99M 0.22%
7,680
+28
87
$1.95M 0.22%
23,229
88
$1.86M 0.21%
21,299
-894
89
$1.83M 0.21%
38,410
90
$1.77M 0.2%
23,132
+295
91
$1.66M 0.19%
15,952
92
$1.66M 0.19%
64,680
93
$1.64M 0.18%
12,673
-629
94
$1.61M 0.18%
19,802
95
$1.6M 0.18%
82,274
96
$1.54M 0.17%
41,040
97
$1.5M 0.17%
13,567
98
$1.48M 0.17%
30,901
-2,245
99
$1.46M 0.16%
19,591
+2,839
100
$1.45M 0.16%
8,883
+51
2 3
4
5 6